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Guntoter1
| Favorite team: | LSU  |
| Location: | Baton Rouge |
| Biography: | |
| Interests: | Fishing |
| Occupation: | Retired |
| Number of Posts: | 1882 |
| Registered on: | 11/22/2020 |
| Online Status: | Not Online |
Recent Posts
Message
Creepy freaking animal.
makes my skin crawl to watch one climb.
Yesterday I saw one on the porch behind my wife lol
I didnt say a word and it slowly crawled back behind the outside fridge.
Our little secret.
makes my skin crawl to watch one climb.
Yesterday I saw one on the porch behind my wife lol
I didnt say a word and it slowly crawled back behind the outside fridge.
Our little secret.
0
Awesome... Big Buck!
Again: Chat GPT
So I'd score them this way:
HGRAF wins on:
material architecture ? nanoscale size ? ultra-low loading ? potentially superior performance per gram.
Universal Matter wins on:
feedstock economics ? scalability ? application engineering ? formulation/dispersion ? potentially lower cost.
And here's the really important point
Universal Matter's turbostratic graphene doesn't automatically negate HGRAF's advantage.
In fact, both companies are making few-layer turbostratic graphene. The interesting difference is that HGRAF's material is specifically engineered into these 20–50 nm fractal aggregates.
So the question becomes:
Does HGRAF's 20–50 nm fractal architecture actually allow a customer to use dramatically less graphene than U.M.'s material?
If the answer is yes, I think HGRAF has a legitimate technological moat.
If the answer is no, then Universal Matter's ability to make graphene from cheap waste carbon at potentially enormous scale becomes a serious threat to HGRAF.
My current judgment: HGRAF probably has the better material, while Universal Matter may have the better manufacturing economics and commercialization platform.
And that's why the Duo packaging development is potentially very interesting: if Duo's 2DPE turns out to use HGRAF and is achieving its packaging improvements at extremely low graphene loading, that would be exactly the kind of real-world evidence that would move me substantially toward "HGRAF has a genuine moat."
The assessment below is from Chat GPT. comparing HGRAF to a competitor. (Universal Matter)
I did not know this company existed. (U.V.) This changes everything for me. Not in a good way.
Much more info than i can post here.
I would appreciate your assessment of this competitor.
quote:
My assessment of the technological moat
I'd score it this way based on the evidence available today:
HGRAF has a real technological differentiation: Yes.
HGRAF has demonstrated that its graphene is universally superior to Universal Matter's: No.
HGRAF has potentially superior low-loading performance because of its fractal morphology: Yes — plausible and supported by its published work, but application-dependent.
Universal Matter's turbostratic graphene is merely an inferior/less-pure version of HGRAF: No.
Universal Matter can compete in many of HGRAF's proposed markets: Absolutely. Universal Matter is already pursuing coatings, rubber, composites, lubricants, concrete, asphalt and other applications.
And this changes my view of HGRAF somewhat
I wouldn't throw out HGRAF because of Universal Matter.
But I also wouldn't value HGRAF on the assumption that “graphene is a huge market and HGRAF has a superior process.”
The real investment question is now much narrower:
Can HGRAF demonstrate that FGA's fractal architecture produces a sufficiently large performance improvement at sufficiently low loading that customers will pay hundreds of dollars/kg for it?
If the answer is yes, HGRAF could have a very attractive niche even with Universal Matter producing vastly more graphene.
If the answer is no, then Universal Matter's combination of cheap feedstock + scalable production + established dispersion technology + commercial products becomes a serious competitive threat.
And that's the test I would use for HGRAF from an investment standpoint—not the 99.8% purity number.
I did not know this company existed. (U.V.) This changes everything for me. Not in a good way.
Much more info than i can post here.
I would appreciate your assessment of this competitor.
re: Why is modern gun deer season in Arkansas so much shorter than Louisiana ?
Posted by Guntoter1 on 9/25/26 at 2:19 pm to tigersgeauxballzdeep
quote:
Why is modern gun deer season in Arkansas so much shorter than Louisiana ?
Now that all you amateurs have opined,
The answer is………..harvest numbers needed to maintain the optimum carrying capacity of the land are reached with a very short season up north. It’s that simple.
The state determines how many deer need to be harvested per year.
It only takes two weeks in some states to reach that number.
We are blessed in La and Miss to be able to hunt 4 months a year.
re: Spec Play - HGRAF
Posted by Guntoter1 on 9/22/26 at 9:02 pm to Rendevoustavern
quote:
Very interesting to have a very large institutional investor stop by the HQ that has a sector in disruptive industrial tech...
More good news that does not move the stock price.
Just sayin.
quote:
1. Advanced Graphene Partnership with HydroGraph
I have never owned a stock that has does so poorly while simultaneously good news is being reported on a daily basis.
re: Shin Bet Chief Zini Quote, We will hunt down every Hamas terrorist involved with Oct 7.
Posted by Guntoter1 on 9/17/26 at 2:35 pm to OccamsStubble
quote:
I wouldn’t. I’d blackmail a wealthy guy several states away to do my fighting. He’s got some kickass boys he can send, and a well stocked gun safe. No way I risk my
Your ignorance of recent history is astounding.
re: You’re blind if you don’t think WW3 will happen because of this war with Iran
Posted by Guntoter1 on 9/16/26 at 1:44 pm to CatsGoneWild
quote:
You’re blind if you don’t think WW3 will happen because of this war with Iran
Actually WW3 was avoided because of the war with Iran.
Troll
quote:
Navy Sec says Iran blew the hell out of Bahrain
So how many American soldiers were killed?
Zero?
“Blew the hell out”
Seems exaggerated
re: What is the main reason you vote Republican?
Posted by Guntoter1 on 9/10/26 at 11:22 pm to SaintsReportExile
quote:
What is the main reason you vote Republican?
Because every Democrat I know is a vile profane human being.
Goldman Sachs’s and the price of oil.
Posted by Guntoter1 on 9/5/26 at 11:52 am
Yesterday Goldman Sachs said 2/3s of prewar oil is getting through the SoH.
And the other third is getting out through pipeline overland.
Saw this on Kudlow.
But they admit the price won’t fall due to anxiety over the risks involved with escorting by our navy.
So Trump is not lying when he says the strait is open and oil is flowing.
Just sayin..
And the other third is getting out through pipeline overland.
Saw this on Kudlow.
But they admit the price won’t fall due to anxiety over the risks involved with escorting by our navy.
So Trump is not lying when he says the strait is open and oil is flowing.
Just sayin..
The long term effects of AI et al is dis inflationary also the long term effects on gasoline prices from the Venezuela and Iran conflicts will be dramatically lower fuel prices in the USA..which is disinflationary.
Inflation is coming down long term.
Stop believing the propaganda from the deep state media left wing devils whose only goal is to destroy this country.
Inflation is coming down long term.
Stop believing the propaganda from the deep state media left wing devils whose only goal is to destroy this country.
quote:
. This is beyond dumb.
Everyone knows we can not grow our way out of 40 trillion in debt.
Everyone knows congress will never stop spending borrowed money.
If inflation is not the solution, what do you suggest?
re: Milei goes all in for the Falkland/Malvinas islands
Posted by Guntoter1 on 9/3/26 at 11:29 pm to Indefatigable
quote:
Fairness isn’t a factor in anything. The islands are just British, period. Zero controversy.
Until they are not.
Might makes right dude.
This is how England rolled for 500 years.
They walked in and took what they wanted. Why is Argentina denied the same right.
re: Milei goes all in for the Falkland/Malvinas islands
Posted by Guntoter1 on 9/3/26 at 11:19 pm to Indefatigable
quote:
The Falklands are entirely a UK possession, inhabited by Britons.
So what’s your point?
That this is not fair. Lmao
re: Milei goes all in for the Falkland/Malvinas islands
Posted by Guntoter1 on 9/3/26 at 11:15 pm to Bobby OG Johnson
UK will keep the Falkland's only because Trump will let them but only in exchange for helping us destroy Iran.
Trump is telling Loyds of London to let the shipping pass through the Strait of Hormuz and he is telling the British banks to freeze Iranian money or we will back Argentina.
4 dimensional chess.
The Brits are obviously pushing back and this is the stick that Trump is using against the red coats.
Trump is telling Loyds of London to let the shipping pass through the Strait of Hormuz and he is telling the British banks to freeze Iranian money or we will back Argentina.
4 dimensional chess.
The Brits are obviously pushing back and this is the stick that Trump is using against the red coats.
Monroe Doctrine
OFF {ON}
OFF {ON}
quote:
Argentina Making a Move on Falkland Islands
It’s about time.
I’ve been thinking they should do this for months now.
re: Abraham Lincoln shocks (somebody) covered in rust
Posted by Guntoter1 on 9/3/26 at 7:31 am to captainFid
quote:
Abraham Lincoln shocks (somebody) covered in rust
once the military starts building ships with HG graphene, the ships will no longer rust.
quote:
Those bastards have already won. I’m so blackpilled. What are our options? And any suggestions? Was 2024 pointless?
You people truly are sheep. Even you MAGA supporters. (Panicans)
You are pushed around by every gust of wind that comes by.
“Woe is me” “the sky is falling” “what has Trump done for me lately”
You are like a house built on sand. “The rain came and you were swept away.”
You are like the Hebrews in the desert clamoring to go back into slavery because you are uncomfortable today.
You people deserve exactly what you will get when Trump is gone.
Hillary is gone, Pelosi is gone. Kamala gone…. A man is in the White House fighting for you and all you can do is bitch and moan while he takes on literal bullets..
You people make me sick.
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